LeBoeuf & Associates Private Wealth Management
1350 Fisher Street P1B2H1 North Bay, ON, Canada

The IG Wealth mobile app has arrived! 24/7, secure access to your IG Wealth Management accounts from your anywhere and at any time! Available to download on the Apple App store and Google Play store.

LeBoeuf & Associates is honored again to be the main sponsor for this years Coldest Night of the Year Walk in support of The Gathering Place and the Warming Centre being held on February 22nd. The Gathering Place, North Bay’s Community Soup Kitchen, provides hot, healthy meals in a warm environment to those in need. We are a non-profit, non-denominational organization that strives to bring hope and healing to North Bay’s hungry. Since opening in 2003, The Gathering Place has ...served over 700,000 meals to people in need in North Bay. We also operate food rescue, taking in food and giving it out to other charities and food banks. We operate the North Bay Warming Centre which provides emergency overnight accommodation to homeless individuals during the winter months. On February 22nd we are walking together and invite you to walk with us. It's cold out there but not cold enough to stop us from hitting our goal. https://cnoy.org/location/northbay

LeBoeuf & Associates will be sponsoring this very important initiative again this Christmas. Please consider sponsoring a family, a child, a teen

PLEASE JOIN US FOR AN EXCLUSIVE EVENT A Conversation With NHL Legend Wendel Clark Former captain of the Maple Leafs... One of the most sought after retired players Named to the Top 50 All-time Leafs list Wendel Clark is indisputably one of the most popular players to ever wear Maple Leafs blue. The former Leafs captain played 13 of his 15 NHL seasons with Toronto and is idolized by thousands of hockey fans. Join us as we have an open and honest conversation with him about his upbringing in Saskatoon, his days as a Leaf, his life after retirement and everything in between! Be ready with your questions! Thursday, July 23, 2020 7:00 p.m. EST https://event.on24.com///196F22B7859567EBA635F0AB229E9F11

You are an inspiration Macrina we are so honoured to be part of this.

LeBoeuf & Associates invites you to a Dinner Seminar Bill Chornous, Senior Vice-President of Investment Strategy will provide insight on factors currently impacting markets around the world. Full dinner buffet included.... Please RSVP to Susan direct at [email protected]

VIRTUAL EVENT THE ART OF MIXOLOGY Expert mixologist Lacey Doherty from The Middle Spoon Desserterie & Bar in the heart of Halifax will bring us a dazzling display of skill and flavour just in time for Canada Day! Clients and prospects will learn how to make a selection of cocktails that range from simple with a twist to the complex and delicate in the comfort of their own home. This virtual event is sure to be a hit with one and all. What drink will be your favourite?... Thursday, June 25th, 2020 7:00 p.m. 8:00 p.m. EST Reserve your spot and confirm at [email protected] so you can receive your recipe and ingredient lists prior to the event.

VIRTUAL GRILL MASTER EVENT This exclusive event will provide you with an opportunity to learn grilling techniques from a true master of the craft and participate in a live Q&A. Virtual Grill master Event featuring Chef Michael Callaghan. ... Attendees will also have access to a grocery list and recipe instructions, so they can show off their new grilling expertise with family and friends. Who is Chef Michael Callaghan? Food Network judge and TV personality Lead Pitmaster of Team Canada BBQ Winner of international awards for best steak, whole hog and best BBQ sauce in the world We have two dates for this event, if you wish to participate please email [email protected] with your choice and I will forward you back the registration link Friday June 12th 630pm-730pm On the menu: Grilled tuna & Wasabi Aioli-Ribeye Steak with Jumbo Shrimp & Asparagus-Mikes Peppercorn Sauce Sunday June 14th 3pm-4pm On the Menu: Seared Scallop on Popcorn Polenta- Ribeye Steak with Jumbo Shrimp & Asparagus-Mikes Peppercorn Sauce

LeBoeuf & Associates is proud to be supporting Soup’s on again this year. Please come out and support this important fundraiser

With health and financial well-being top of mind, now is a timely opportunity to have meaningful family conversations and plan for the future. For women, in pa...rticular, it’s also important to understand how your financial security is often shaped by longer life expectancies and the reality that you are more likely to be a caregiver than the recipient of care from a partner. Join us for this special webcast in honour of #MothersDay : http://ow.ly/Imme50zqg2Z See more

Special Update COVID-19: Government Tax Relief Information and Other Measures Current as of April 1, 2020. Please note that the Federal Government is announcing enhancements to their relief measures on a regular basis. This Special Update highlights the key Federal Government announcements, as well as IG Wealth Management mortgage and banking measures that will be of interest to our clients. ...Continue reading

https://www.facebook.com/NBNugget/posts/10156020726708001

Proud to have supported this important event again this year

LeBoeuf & Associates is honored to be the main sponsor for this years Coldest Night of the Year Walk in support of The Gathering Place. The Gathering Place, North Bay’s Community Soup Kitchen, provides a hot meal in a warm environment to those in need. We are a non-profit, non-denominational organization that strives to bring hope and healing to North Bay’s hungry. Since opening in 2003, The Gathering Place has served over 400,000 meals to people in need in North Bay. On February 24th we are walking together and invite you to walk with us. To register your team: https://cnoy.org/location/northbay

leBoeuf & Associates are honoured to be sponsoring Soup's On in support of The Gathering Place. Our very own Michel LeBoeuf will be a judge at the event, hope to see a lot of you come out and show your support.

Michel out supporting the North Bay Symphony. Leboeuf & Associates also sponsored a hole at the tournament. Michel is always very involved in supporting the community!!

We are pleased to provide below a summary of yesterday's federal budget. Special note for taxpayers is the elimination of the public transit tax credit, and the addition / expansion of tuition credits and employment insurance benefits. We would be pleased to discuss the Disability Tax Credit, and the benefits of owning an RDSP which the budget expanded on the ability to qualify. For business owners, there are changes to the small business deduction limit that may affect you, which we would be pleased to sit down and discuss. Please feel free to share this with your family and friends and contact us to discuss these changes further.

I am very pleased to announce that Susan Gauthier has moved into the Associate Consultant role for the LeBoeuf and Associates Private Wealth Management practice. In addition to her current Practice Manager role, Susan will take on the added responsibilities as an Associate to provide enhanced client servicing for the practice.

LeBoeuf & Associates is so honoured to be sponsoring the Coldest Night for the Gathering place. We will be working very close with The Gathering Place all year ...to help support them in all they do for our community as well we will be volunteering our time to help them any way we can. Please consider putting in a team or sponsoring someone you know who is walking. https://canada.cnoy.org/location/northbay

ASSOCIATE FINANCIAL ADVISOR - SERVICING PRIVATE WEALTH MANAGEMENT PRACTICE NORTH BAY, ONTARIO LeBoeuf & Associates Private Wealth Management is a leading North... bay Private Wealth Management practice affiliated with Investors Group. They provide a full range of financial products and services to families, entrepreneurs and professionals in the North Bay Area. Drawing on previous experience in the financial services industry, you will be responsible to evaluate financial information, identify sales opportunity within a mature book of business and recommend actions. We are looking for an energetic, dedicated and hardworking individual to join one of North Bays Premier Financial Planning Practices to assist in managing an existing book of business under the direction of an Executive Financial Consultant. CAREER BENEFITS Mentorship and support from an Executive Financial Consultant, Salary to be determined based upon prior experience Support for community involvement, flexibility SPECIFICALLY YOU WILL Provide support on financial planning software including assisting in the development of written financial reports for clients and prospects Identify clients' financial goals and objectives Assist Consultant and the team on a daily basis on all tasks related to providing clients with exceptional service Support administrative duties such as compliance reporting, emails, paperwork and other office duties Perform projects as assigned KEY CHARACTERISTICS: Self-management, Focused on Learning, Relationship-Building and Personal Growth Integrity, Ability to work very effectively in a team environment, the desire to positively impact clients’ lives. EDUCATION: 3 to 5 years experience in the financial industry Investment Funds Institute of Canada LLQP CSC (must be willing to obtain) CFP (must be willing to obtain) WORK CONDITIONS: Fast-paced environment, work under pressure, very tight deadlines, attention to detail, large caseload own transportation Please submit your resume via email to [email protected] SUSAN GAUTHIER Practice Manager/Executive Assistant LeBoeuf & Associates Private Wealth Management 1350 Fisher St. Suite 301 North Bay, ON P1B 2H1 Phone: 705-472-4731 Fax: 705-497-1566

Congratulations Michel on receiving the Ab Dennis Professional Long Term Achievement Award. This award recognizes your passion, dedication and record of succes...s over the years. It is a privilege to be able to be part of your team, you inspire us every day and this award was very well deserved. Susan & Jodie

Tickets are already going fast. Email or call Susan to reserve, or simply hit the interested button and Susan will contact you. Our private reception before the show is always a huge hit and spots fill up very quick.

The recent federal budget has brought many changes to Canadians this year, both positive and negative depending on your personal situation. Attached is a summary of the changes, please contact us with any questions or concerns you might have and we will arrange a mutually convenient time to discuss.

LeBoeuf & Associates Private Wealth Management is hiring. Please see detailed Ads below for an Administrative Assistant and an Associate Consultant.

ASSISTANT JOB POSTING EXECUTIVE / ADMINISTRATIVE ASSISTANT FOR FINANCIAL PROFESSIONAL LeBoeuf & Associates Private Wealth Management is a leading Private Wealth Management practice located in North Bay. We provide a full range of financial products and services to entrepreneurs, professionals and business owners.... Drawing on previous experience in an administrative role, you will be responsible for providing complete administrative support in the execution of LeBoeuf & Associates business plan while operating in a fast-paced, confidential, multi-tasking environment. You must be a self-motivated, highly organized individual with an ease for communication and a passion for client service. RESPONSIBILITIES Provide full administrative support to a large financial planning practice including but not limited to the following: Confirming client appointments Maintaining appointment schedule Maintaining and updating email correspondence Sorting/distributing incoming mail and preparing outgoing mail Processing/reviewing daily business transactions regarding client accounts Preparing and maintaining client files, paperwork, and meeting notes Managing/updating client databases Managing office supply inventory Regulatory/Compliance tracking and follow-up QUALIFICATIONS Business Administration Diploma or other Postsecondary degree in a relevant business discipline or equivalent experience Minimum 2 years administrative experience Strong computer skills in MS Office Suite (Outlook, Word, Excel, Power Point) Experience with financial planning software and contact management system is an asset Customer service orientation with a demonstrated ability to interact professionally with clients both on the phone and face-to-face Excellent organizational and time management skills with the ability to quickly adapt to ever changing priorities/time restrictions OTHER INFORMATIONS This is a full time position, offering a competitive salary, start date to be discussed Office hours are from 8:30 a.m. to 4:30 p.m. Monday to Friday. PLEASE EMAIL YOUR COVER LETTER AND DETAILED RESUME TO SUSAN GAUTHIER NO LATER THAN MARCH 30TH, 2016 [email protected] We thank all applicants, however, only those under consideration will be contacted.

Associate Consultant needed for Wealth Management Practice. LeBoeuf & Associate Private Wealth Management is a leading North bay Private Wealth Management practice affiliated with Investors Group. They provide a full range of financial products and services to families, entrepreneurs and professionals. Drawing on previous experience in the financial services industry, you will be responsible to evaluate financial information, identify sales opportunity within a mature book o...f business and recommend actions. JOB DESCRIPTION We are looking for an energetic, entrepreneurial minded individual who is looking to gain experience in the financial services world through managing an existing book of business, as well as growing their own personal business under the direction of an Executive Financial Consultant. KEY CHARACTERISTICS: Ability to impact and influence people in a positive way: Self-confidence, Marketing skills, Self-management, Focused on Learning, Relationship-Building and Personal Growth Integrity, Ability to work very effectively in a team environment, an entrepreneurial spirit, the desire to positively impact clients’ lives. EDUCATION: Completion of Post-Secondary Education Investment Funds Institute of Canada LLQP CFP (must be willing to obtain) Must have experience, bondable, criminal record check SPECIFIC SKILLS: Identify clients' financial goals and objectives, Develop and create financial plans for clients using detailed software under the direction of the Executive Financial Consultant, client communication, assist Consultant and the team on a daily basis on all tasks related to providing clients with exceptional service. CAREER BENEFITS Mentorship and support from an Executive Financial Consultant, exceptional income potential, Support for community involvement, flexibility and independence, an entrepreneurial environment. WORK CONDITIONS: Fast-paced environment, work under pressure, very tight deadlines, attention to detail, large caseload, own transportation Please submit your resume via email or fax no later than March 30th, 2016 Attention: SUSAN GAUTHIER Practice Manager/Executive Assistant LeBoeuf & Associates Private Wealth Management 1350 Fisher St. Suite 301 North Bay, ON P1B 2H1 Phone: 705-472-4731 Fax: 705-497-1566 [email protected]